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We all have different views on financial planning. As I see it, you've around 30 years to continue to build onto sums already saved, sufficient to draw down [annually or monthly as preferred] for the next of life's stages. Terrific your employer contributes 4% to your retirement fund.
Sunlife's a great company in a difficult category given the low interest, low bond rate of the last decade. What has been the return on investment each year? What are the top ten investments in your specific Sunlife's plan? Your year end statement should also reveal the [MER] sum charged against your account.
If you think 5 years out, what do you expect from your new Tangerine account? Is it merely an accumulation Money Market [MM] zone? Given your feelings about Canadian banks, would you feel comfortable investing in shares of Canadian banks? [Coincidentally, RBC dropped $1.83 a share today!]
It's critical that you feel confident in your investment decisions. Would you buy 100 shares of BMO [ZWB] Exchange Traded Funds [ETF] on a monthly basis [DCA] Dollar Cost Averaging] for example? [sorry for alphabet soup]
Sunlife's a great company in a difficult category given the low interest, low bond rate of the last decade. What has been the return on investment each year? What are the top ten investments in your specific Sunlife's plan? Your year end statement should also reveal the [MER] sum charged against your account.
If you think 5 years out, what do you expect from your new Tangerine account? Is it merely an accumulation Money Market [MM] zone? Given your feelings about Canadian banks, would you feel comfortable investing in shares of Canadian banks? [Coincidentally, RBC dropped $1.83 a share today!]
It's critical that you feel confident in your investment decisions. Would you buy 100 shares of BMO [ZWB] Exchange Traded Funds [ETF] on a monthly basis [DCA] Dollar Cost Averaging] for example? [sorry for alphabet soup]
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